Ventura Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Yardley, PA. Its latest Form ADV filing, dated April 24, 2026, reports $713M in regulatory assets under management, 12 employees, and 1,783 accounts.
Assets Under Management
$713M
Employees
12
Offices
--
Total Clients
590
Primary office
YARDLEY, PA
820 TOWNSHIP LINE ROAD, SUITE 100, YARDLEY, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.9% of total clients.
Top client categories% of clientsClients
1
Individuals
65.9%
389
2
HNWI
29.3%
173
3
Pension Plans
2.9%
17
4
Charitable
1.5%
9
5
Corporations
0.3%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$713Mas of April 24, 2026
Discretionary100.0%
$713M
100% of total RAUM100.0%
Non-discretionary0.0%
$137K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$713M
Total Accounts1,783
10Y AUM Change+$518M (+264.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee49:1
10Y Employee Change+4 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.